Institutional Ownership Spdr Dow Jones Reit ETF (RWR)
This table provides information about the institutional ownership of Spdr Dow Jones Reit ETF (RWR). We have compiled data on the 263 institutions that hold shares in the stock, with a total of 10.7 Million shares, which have been reported (via 13F filing form) to have a value of $986 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
294
shares
|
$27,153
0.03% of portfolio
|
Q4 2021
New holding
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 15, 2024 Q1 2024 |
282
shares
|
$26,045
0.01% of portfolio
|
Q4 2023
New holding
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
252
shares
|
$23,274
0.0% of portfolio
|
Q2 2022
Reduced 27.17%
|
|
Palisade Asset Management, LLC
|
May 01, 2024 Q1 2024 |
241
shares
|
$22,258
0.0% of portfolio
|
Q1 2024
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
238
shares
|
$21,981
0.0% of portfolio
|
Q3 2023
New holding
|
|
Tompkins Financial Corp
|
Apr 08, 2024 Q1 2024 |
200
shares
|
$18,472
0.0% of portfolio
|
Q1 2024
New holding
|
|
Duncker Streett & CO Inc
|
Apr 23, 2024 Q1 2024 |
200
shares
|
$18,472
0.0% of portfolio
|
Q1 2022
Reduced 42.86%
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2024 Q1 2024 |
200
shares
|
$18,472
0.01% of portfolio
|
Q2 2021
Added 150.0%
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
200
shares
|
$18,472
0.0% of portfolio
|
Q3 2023
New holding
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
May 06, 2024 Q1 2024 |
191
shares
|
$17,640
0.01% of portfolio
|
Q4 2023
Reduced 62.91%
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 14, 2024 Q1 2024 |
165
shares
|
$15,239
0.0% of portfolio
|
Q1 2023
Reduced 5.71%
|
|
Howe & Rusling Inc
Rochester, NY |
May 15, 2024 Q1 2024 |
157
shares
|
$14,500
0.0% of portfolio
|
Q1 2024
Added 685.0%
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 23, 2024 Q1 2024 |
156
shares
|
$14,408
0.01% of portfolio
|
Q4 2023
New holding
|
|
Apcm Wealth Management For Individuals
|
Apr 18, 2024 Q1 2024 |
155
shares
|
$14,315
0.0% of portfolio
|
Q1 2023
New holding
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 14, 2024 Q1 2024 |
149
shares
|
$13,761
0.0% of portfolio
|
Q1 2024
Added 7.19%
|
|
Motco
|
May 09, 2024 Q1 2024 |
137
shares
|
$12,653
0.0% of portfolio
|
Q2 2017
New holding
|
|
Raleigh Capital Management Inc.
Cary, NC |
May 13, 2024 Q1 2024 |
118
shares
|
$10,898
0.0% of portfolio
|
Q1 2024
Reduced 45.87%
|
|
Massmutual Trust CO Fsb
|
Apr 09, 2024 Q1 2024 |
118
shares
|
$10,898
0.0% of portfolio
|
Q1 2024
Reduced 94.79%
|
|
Jackson Hole Capital Partners, LLC
|
May 09, 2024 Q1 2024 |
115
shares
|
$10,621
0.0% of portfolio
|
Q2 2019
New holding
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
112
shares
|
$10,344
0.0% of portfolio
|
Q1 2024
Reduced 9.68%
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
110
shares
|
$10,159
0.0% of portfolio
|
Q4 2023
Reduced 31.25%
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
107
shares
|
$9,882
0.0% of portfolio
|
Q3 2022
Added 17.58%
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 14, 2024 Q1 2024 |
105
shares
|
$9,697
0.01% of portfolio
|
Q4 2023
New holding
|
|
Sandy Spring Bank
|
May 08, 2024 Q1 2024 |
99
shares
|
$9,143
0.0% of portfolio
|
Q3 2022
Reduced 63.87%
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 02, 2024 Q1 2024 |
98
shares
|
$9,051
0.01% of portfolio
|
Q1 2024
Reduced 58.82%
|